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iShares Select Dividend ETF

1,313 hedge funds and large institutions have $9.16B invested in iShares Select Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 398 increasing their positions, 464 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,686% more call options, than puts

Call options by funds: $147M | Put options by funds: $5.27M

22% more funds holding in top 10

Funds holding in top 10: 3239 (+7)

14% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 72

0.05% less ownership

Funds ownership: 45.69%45.64% (-0.05%)

1% less funds holding

Funds holding: 1,3281,313 (-15)

9% less capital invested

Capital invested by funds: $10B → $9.16B (-$861M)

14% less repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 464

Holders
1,313
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
17.61%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.52%
New
82
Increased
398
Reduced
464
Closed
72
Calls
$147M
Puts
$5.27M
Net Calls
+$142M
Net Calls Change
-$73M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
876
Patriot Financial Group Insurance Agency
Massachusetts
$338K -$26.8K -200 -7%
RWM
877
Ritholtz Wealth Management
New York
$338K -$33.5K -250 -9%
MAM
878
Marquette Asset Management
Minnesota
$337K
MCM
879
Mengis Capital Management
Oregon
$336K
PCM
880
Passive Capital Management
Maryland
$336K
FHC
881
First Heartland Consultants
Missouri
$334K -$2.19M -16,343 -87%
MAM
882
Mystic Asset Management
Rhode Island
$333K -$4.56K -34 -1%
AWM
883
AllSquare Wealth Management
New York
$333K
NB
884
Northwest Bancshares
Pennsylvania
$332K +$7.91K +59 +2%
ERWM
885
Elk River Wealth Management
Colorado
$332K
SFWC
886
Strategic Family Wealth Counselors
New Jersey
$331K +$402 +3 +0.1%
RA
887
RFG Advisory
Alabama
$331K +$2.01K +15 +0.6%
GKWIM
888
Gerber Kawasaki Wealth & Investment Management
California
$331K +$80.9K +603 +32%
GBT
889
Grove Bank & Trust
Florida
$329K +$305K +2,276 +1,293%
IIC
890
Ironwood Investment Counsel
Arizona
$328K
SAM
891
Silvercrest Asset Management
New York
$327K
RB
892
Rodgers Brothers
Pennsylvania
$325K
DAS
893
Dynamic Advisor Solutions
Arizona
$325K +$26.8K +200 +9%
SIA
894
Schechter Investment Advisors
Michigan
$323K
SIA
895
Soltis Investment Advisors
Utah
$322K -$29.5K -220 -8%
UBV
896
United Bank (Virginia)
Virginia
$322K
PSF
897
Pacific Sun Financial
California
$321K
WF
898
WoodTrust Financial
Wisconsin
$318K
WP
899
Westmount Partners
California
$317K -$47.5K -354 -13%
GHAM
900
Gilman Hill Asset Management
Connecticut
$317K -$21.3M -159,018 -99%

DVY Hedge Fund Activity: Q1 2025 in Review

1,313 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2025, worth a combined $9.16B — down 8.6% from $10B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new DVY positions and 72 closed out — a net gain of 10 holders — while 398 added to existing stakes and 464 trimmed.

The largest buyer was Northern Trust, adding an estimated $26.1M. The largest seller was JP Morgan Chase, cutting an estimated $29.7M.

  • 1,313 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2025, down from 1,328 in Q4 2024.
  • Funds reported $9.16B of iShares Select Dividend ETF stock for Q1 2025, down 8.6% quarter-over-quarter.
  • 82 funds opened new iShares Select Dividend ETF positions in Q1 2025 and 72 closed out, a net change of +10 holders.
  • The largest iShares Select Dividend ETF buyer in Q1 2025 was Northern Trust, an estimated $26.1M added.
  • The largest iShares Select Dividend ETF seller in Q1 2025 was JP Morgan Chase, an estimated $29.7M sold.

Based on aggregated 13F filings for Q1 2025.